Categories
In this article
Available in Simple Start, Essentials, Plus, and Advanced subscriptions.
Reports | List data |
---|---|
General ledger | Customers |
Profit and loss | Employees |
Balance sheet | Vendors |
Trial balance | |
Journal | |
Step 1: Sign-in to Inuit QuickBooks Online.
Step 2: Click the gear icon (settings) and click “Export data” from the settings drop-down menu.
Step 3: In the Export data dialog box, click a date range (choose from All dates, a Custom date range, Last calendar quarter, This year-to-date, and Last year).
Step 4: Unselect the items to be removed from the export.
Step 5: Export to Excel.
QuickBooks Online has a backup and restore tool available exclusively for Advanced subscription users at no additional cost. Once the automatic backup is set up using the QuickBooks Online backup and restore tool, organizations can go a step further and schedule and export the backups to a linked Google Drive or Dropbox account.
Step 1: Login to Inuit QuickBooks Online Advanced account. Click “Backup company” from the settings drop down.
Step 2: Select “Local Backup” from the navigation menu on the left-hand side.
Step 3: Click the “Link a Service” button on the top right corner of the screen.
Step 4: Click the “Link Dropbox” or the “Link Google Drive” button.
Step 1: Navigate to the “Local Backup” page.
Step 2: Select “New Local Backup Schedule”.
Step 3: Set the date and time on when to run the first scheduled backup.
Step 4: Set the frequency of the backups.
Step 5: Select “Create Local Backup Schedule”.
Exporting QuickBooks Online data into Google Drive or Dropbox is only available for Advanced subscription users which is a lot more expensive than other QuickBooks Online plans.
With third-party applications like SysCloud, administrators can export QuickBooks Online data in addition to effortlessly backing up and restoring QuickBooks’ transaction and list data. SysCloud can also identify ransomware files, phishing scams, and compliance issues in the QuickBooks data being backed up.
Click here to learn more about SysCloud backup for QuickBooks Online.
13 May 2022
5 min read
13 May 2022
7 min read
In this article